Overview
The Punchey mobile app allows you to accept payments directly from your tablet or mobile device, making it easy to process transactions while working in the field, at events, or outside of a traditional checkout station.
You can accept payments in multiple ways using the mobile app, including:
Generating a bill from an appointment or booking
Creating and processing a new invoice directly from the app
Why Is This Important?
Using mobile payments helps your business stay flexible and efficient by allowing staff to process transactions from anywhere. Mobile checkout can help:
Speed up the payment process for customers
Reduce the need to return to a stationary register
Improve customer experience during field services or mobile operations
Allow staff to create invoices and collect payments on the spot
Keep bookings and payments organized in real time
Before accepting payments on mobile, make sure your mobile device, hardware, and mobile register are properly configured.
For setup instructions, refer to these articles:
Accepting Payments from a Booking
You can quickly process payments directly from an appointment or booking.
Open the Punchey App
Select the mobile register you configured
Select Bookings
Choose the appointment you want to check out
Select Generate Bill
Review the bill details and make any necessary updates
Select Continue
Choose the customer’s preferred Payment Method
Complete the transaction
Accepting Payments from an Invoice
You can also create and process invoices directly from the mobile app.
Open the Punchey App
Select the mobile register you configured
Select Invoice
Select the + icon to create a new invoice
Add the customer details and services
Select Continue
Choose the customer’s preferred Payment Method
Complete the payment
Your payment has now been successfully processed using the mobile app.
You may also refer to this guide for more details on how to create invoices in the mobile app.